View a counter/direct invoice

You can use different functions for viewing counter/direct invoices.

Contents

View the counter/direct invoice properties

You can open the properties of an added counter/direct invoice in order to view or change them.

To view a counter/direct invoice from the properties:

  1. Go to:Order Management / Sales process / Counter/direct invoice.
  2. Open the properties of the counter/direct invoice.
  3. Select the entry layout to be used.

    The window for entering/editing appears.

  4. Depending on the status, you can still change data.
  5. Click on: Finish.

View a counter/direct invoice from the sales contact/debtor

View a counter/direct invoice from the sales contact/debtor:

If you invoice in Profit using the Profit Order management, Profit Projecten or Profit Subscriptions component, you can go to the invoice from the debtor data.

  1. Go to: Financial / Debtor / Debtor.
  2. Open the sales contact/debtor properties.
  3. Go to the tab:Invoices or go to the Outstanding items tab.
  4. Open the invoice properties using the Open invoice action.

On the Invoices tab in the sales contact properties, you can view the counter/direct invoices and invoice lines that have been added for the sales contact in question.

Directly to

  1. Counter/direct invoice
  2. Configure
  3. Add a counter/direct invoice
  4. Quickly add a counter/direct invoice by copying order lines
  5. Convert a quotation into a counter/direct invoice
  6. View a counter/direct invoice
  7. Counter/direct invoices via Output
  8. Print packing slips
  9. Print invoices
  10. Decide which layout to use for an invoice
  11. Release a counter/direct invoice
  12. Credit a counter/direct invoice
  13. Cash sales via counter/direct invoices